· 2025 年 5 月 20 日 国都港股操作导航 海外市场重要指数 收市 幅度 道琼斯工业指数 42,792.07 0.32% 标普 500 指数 5,963.60 0.09% 纳斯达克综合指数 19,215.46 0.02% 英国富时 100 指数 8,699.31 0.17% 德国 DAX 指数 23,934.98 0.70% 日经 225 指数 37,869.81 0.99% 台湾加权指数 21,523.83 -1.46% 内地股市 上证指数 3,367.58 0.00% 深证成指 10,171.09 -0.08% 香港股市 恒生指数 23,332.72 -0.05% 国企指数 8,460.55 -0.09% 红筹指数 3,857.89 0.60% 恒生科技指数 5,255.06 -0.50% AH 股溢价指数 133.82 -0.22% 恒生期货 (5 月) 23378 0.47% 恒生期货 (6 月) 23243 0.42% 国都香港研究部 电话：852-34180288 网址：www.guodu.com.hk 每日投资策略 恒指收跌 12 点 连挫三日共 307 点 恒指昨日低开 188 点或 ...

为加强制造业等领域招聘用工保障，陕西提出要加快专业性、行业性人才市场建设，组建招聘用工 联合体，常态化开展制造业等领域就业失业监测，破解季节性、结构性缺工难题。 此外，陕西将支持人力资源服务机构与高校、职业（技工）院校、公共实训基地、职业技能培训机 构、技能大师工作室合作建立培训基地（实训基地），开展模拟实训、人才测评、职业规划等人力资源 专业服务；指导人力资源服务机构积极培育服务项目、创新服务方式、拓展服务范围，为制造业等领域 提供精准的人力资源服务。 （记者：周明） 在助力制造业等领域人才引育方面，陕西明确提出，加强人力资源机构与34条制造业重点产业链链 主企业对接，签订人才服务战略协议，建立人才服务基地，设立博士后科研流动站或博士后创新基地。 协助制造业等实体经济主体完善人才供需匹配，提供人才寻访、员工培训、用工保障、薪酬管理等全链 条人力资源服务。 省人社厅相关处室负责人表示，陕西支持制造业企业开展人力资源管理类专业职称评审，对在重点 制造业企业中解决重大工程技术难题的专业技术人才，引进的海外高层次人才、急需紧缺人才，可采 取"一事一议""一人一策"的方式直接申报高级职称。 5月15日，记者从省人社厅 ...

今日导读 1. 5月19日，工信部等九部门印发的《关于加快推进科技服务业高质量发展的实施意见》提 出，以创新驱动、市场导向、融合发展、系统推进、质量为先为原则，壮大服务主体，优化 发展生态，提升服务能力，实现规模增长和质效提升，加快科技成果转化和产业化，有力支 撑科技创新和产业创新融合发展。 2. 首次应用鸿蒙操作系统的个人电脑5月19日 下午在成都正式发布 ，这标志着国产操作系统在 个人电脑领域实现重要突破。 3. 5月18日晚间，据社交平台信息显示，罗永浩现身百度杭州分公司。从平台上发布的照片 中可以看到，罗永浩身着黑衣，走在几位工作人员身后，背景墙上的百度Logo分外醒目。 宏观消息 1、5月19日，国家统计局新闻发言人、国民经济综合统计司司长付凌晖在国新办新闻发布会上表示， 4月份，面对外部冲击影响加大、内部困难挑战叠加的复杂局面，我国加快构建新发展格局，扎实推动 高质量发展，加紧实施更加积极有为的宏观政策，有力有效应对外部冲击，生产需求平稳增长，就业 形势总体稳定，新动能积聚成长， 国民经济顶住压力稳定增长，延续向新向好发展态势 。 2、国家统计局网站19日披露4月份70个大中城市商品住宅销售价格变 ...

Group 1 - Xiaomi announced the upcoming launch of its self-developed 3nm processor chip, Xuanjie O1, becoming the fourth company globally to release a 3nm mobile processor after Apple, Qualcomm, and MediaTek [1] - This development marks a significant breakthrough in 3nm chip design in mainland China, enhancing Xiaomi's negotiating power with chip suppliers [1] Group 2 - NVIDIA introduced the NVIDIA RTX PRO server at the COMPUTEX 2025, designed to accelerate the transformation of enterprise IT data centers into AI factories [2] - The server supports up to eight RTX PRO 6000 Blackwell GPUs and integrates NVIDIA BlueField-3 data processing units (DPU) and PCIe Gen 6 switches, positioning itself as a core component for AI factories [2] - NVIDIA aims to solidify its core position amid uncertainties regarding the sustainability of data center spending [2] Group 3 - The Ministry of Industry and Information Technology and eight other departments issued a joint opinion to accelerate the high-quality development of the technology service industry [3] - The focus will be on comprehensive development in areas such as research and development, technology transfer, and enterprise incubation, promoting the integration of advanced green technologies [3] - Key implementation aspects include building regional collaborative mechanisms, cultivating interdisciplinary talents, and protecting intellectual property rights to avoid the hollowing out of high-end services [3]

Group 1 - Qingdao is focusing on the "10+1" innovative industrial system, emphasizing the development of new generation information technology and artificial intelligence industries, while attracting equipment manufacturers, material suppliers, and technology service providers [1] - The city aims to promote high-end, green, and ecological development in manufacturing by targeting five emerging industries: life health, intelligent connected new energy vehicles, low-altitude economy, green energy, and intelligent equipment [1] - Local leading enterprises like Haier, Hisense, and Qingdao Beer are encouraged to open application scenarios to stimulate investment through "orders" and "markets" [1] Group 2 - Qingdao is developing a "4+4+2" modern marine industry system, focusing on enhancing traditional industries, upgrading modern fisheries, and advancing marine chemical industries towards high-end green solutions [2] - The city aims to cultivate new industries such as headquarters-type marine equipment manufacturing and enhance innovation in marine pharmaceuticals and biological products [2] - Qingdao is positioning itself in future industries by seizing opportunities in deep-sea development and establishing a competitive marine electronic information industry cluster [2] Group 3 - The city is leveraging the service industry expansion pilot to align with high-standard international trade rules, focusing on ten modern service sectors including modern logistics, finance, commerce, software and information services, and cultural tourism [2] - Qingdao aims to create a high-quality and efficient new service system while fostering a market-oriented, rule-of-law, and international business environment [2] - The goal is to provide comprehensive support and services for multinational companies, ensuring Qingdao remains an attractive investment destination [2]

Group 1 - Xi Jinping emphasized the importance of scientific, democratic, and legal decision-making in the preparation of the "15th Five-Year Plan," highlighting its significance for China's modernization and strategic deployment [5][6] - The tourism industry is recognized as a comprehensive sector and a vital driver of economic growth, having become a strategic pillar and a happiness industry since the 18th National Congress of the Communist Party [7] Group 2 - In April, China's economy continued to show a positive trend, indicating stability and growth despite pressures [10] - Various regions are actively implementing "two new" policies to stimulate consumer vitality and enhance market activity [12] Group 3 - The Ministry of Transport plans to construct and renovate 100,000 kilometers of rural roads this year, aiming to improve the modern rural transportation system [13] - The satellite navigation industry in China, centered around the BeiDou system, achieved a total output value of 575.8 billion yuan in 2024, marking a year-on-year growth of 7.39% [14] Group 4 - The Shenzhen border inspection station reported that over 100 million people have crossed in and out of Shenzhen's ports this year, indicating a significant increase in cross-border movement [20] - The Fujian Free Trade Zone has seen an average annual growth rate of over 10% in foreign trade since its establishment, with cumulative import and export value reaching 2.7 trillion yuan [21]

Group 1 - The Ministry of Industry and Information Technology and other departments issued an implementation opinion to promote the high-quality development of the technology service industry, focusing on research and development, technology transfer, and enterprise incubation [1] - The State Administration of Foreign Exchange reported a continued positive trend in foreign investment in RMB assets, with a net increase of $10.9 billion in domestic bonds in April, and a shift to net buying in domestic stocks by foreign investors in late April [1] - TSMC plans to increase prices for its advanced process nodes, with a 10% price hike for 2nm wafers and a potential increase of up to 30% for its 4nm manufacturing node [1] - The National Financial Supervision and Administration Bureau approved Xinhua Insurance's participation in the third batch of long-term investment reform pilot projects, aiming to expedite the entry of long-term funds into the market [1] Group 2 - Kweichow Moutai's shareholders' meeting approved a profit distribution plan for 2024, proposing a dividend of 276.24 yuan per share [2] - Liren Lizhuang reported a cumulative transaction amount (GMV) of only 4.006 million yuan for its product in Q1 2025 [2] - Zhongyida stated that its production capacity remains stable with no new construction plans [2] - Weir Shares plans to change its stock name from "Weir Shares" to "Haowei Group" [2] - Wan'an Technology confirmed there are no significant undisclosed matters [2] - Ningbo Shipping's stock price has been highly volatile recently, indicating a high risk of speculation [2] - Lianyungang reported that its production and operational activities are normal, with no significant changes in industry policies [2]

5月15日，工业和信息化部举行"推进科技服务业高质量发展"新闻发布会，工业和信息化部科技司司长 魏巍介绍了我国科技服务业的最新进展：规模持续保持较快增长，2019年至2023年，规上科技服务业企 业营收年均增长12.3%。2024年，全国技术合同成交额达到6.8万亿元，同比增长11.2%，连续8年保持两 位数增长。 "我国科技服务业经过多年快速发展，已经到了量的快速增长和质的有效提升并举的发展阶段。"魏巍在 会上表示，下一步将培育一批科技服务龙头企业，提升全链条科技服务能力，建设一批科技服务业集聚 区，构建科技服务业发展生态体系，更加有力地支撑科技创新和产业创新深度融合。 企业孵化服务作为科技服务业的重要内容，是科技创新链条中的重要一环。 吕先志介绍，我国孵化器自1987年发展至今，走出一条独具特色的发展道路。从企业培育看，累计孵化 上市（挂牌）企业超过5000家，科创板上市企业中三分之一为孵化器培育企业，走出科大讯飞、大疆、 寒武纪等一批科技领军企业，"杭州六小龙"中有一半经过孵化器培育。 吕先志表示，工业和信息化部将围绕支撑科技创新和产业创新融合发展，从政策支持、梯度培育、标准 引领、金融协同四个方面加力 ...

金十数据5月19日讯，工信部等9部门联合印发《关于加快推进科技服务业高质量发展的实施意见》。 《意见》提出，要推动科技服务业全面发展，围绕研究开发、技术转移转化、企业孵化等重点领域进行 全面部署。《意见》明确，要优化科技服务业发展生态，培育壮大服务主体，引导科技服务机构专业 化、市场化、平台化、国际化发展。 相关链接 工信部等九部门：要优化科技服务业发展生态，培育壮大服务主体 ...

《意见》提出，要推动科技服务业全面发展，围绕研究开发、技术转移转化、企业孵化等重点领域进行 全面部署。要加快转型升级，强化科技服务创新，深化新一代信息技术融合应用，推广应用先进绿色技 术，促进与三次产业深度融合，推动科技服务业高端化、智能化、绿色化、融合化发展。 今天（5月19日），工业和信息化部、国家发展改革委等9部门联合印发《关于加快推进科技服务业高质 量发展的实施意见》，加快科技成果转化和产业化，有力支撑科技创新和产业创新融合发展。 ...